Ullmann Wealth Partners Group Increases Exposure in Growth ETFs, Sells Some Smaller Holdings

As reported by insiderset.com, Ullmann Wealth Partners Group, Llc (ULLMANN WEALTH PARTNERS GROUP LLC) managed its portfolio holdings during the second quarter of 2026. The analysis focuses on observable changes in their investment strategy based on available data.

The investor demonstrated a clear preference for growth-oriented strategies this quarter, significantly increasing positions in several funds. Notably, FIDELITY MERRIMACK STR TR (FBND) saw its share count rise by 25.56%, making it one of the largest increases during the period (FIDELITY MERRIMACK STR TR). Similarly, ISHAres TR (IWF) experienced a substantial 302.53% increase in shares held by Ullmann Wealth Partners Group (ISHAres TR ETF), indicating strong conviction or perhaps benefiting from fund performance.

This buying activity was not limited to these two funds. The investor also increased their stake in VANGUARD SCOTTSDALE FDS (VGSH) by 12.6% (VANGUARD SCOTTSDALE FDS ETF). Furthermore, DIMENSIONAL ETF TRUST's DFCF saw a modest increase of just over 3% in holdings during the quarter.

Conversely, Ullmann Wealth Partners Group also made some notable exits and reductions. The fund completely sold out its position in ISHAres INC (EMXC) (ISHAres INC ETF). Another Dimensional fund, DUHP, experienced a significant decrease of 23.59% in holdings.

Additionally, the investor reduced their position in BLACKROCK ETF TRUST II (BINC) by nearly 19.4%, which was one of the largest decreases (BLACKROCK ETF TRUST II). They also sold a small Dimensional fund, DUHP.

While these changes represent significant shifts in allocation for certain funds, other positions remained stable or showed minor fluctuations. For instance, ISHares TR (LRGF) experienced only a slight decrease of 2.48% in its share count during the quarter.